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Financial Independence (Getting to Point X) : A Comprehensive Tax-Smart Wealth Management Guide / John J. Vento.

By: Vento, John J.
Material type: materialTypeLabelBookPublisher: New Jersey John Wiley & Sons 2018Edition: 2nd ed.Description: xviii, 462p.ISBN: 9781119510345.Subject(s): FINANCIAL LITERACY | FINANCIAL PLANNING | TAX SYSTEM -- US | MANAGING DEBT | INSURANCE | RETIREMENT PLAN | INVESTMENT | BUSINESS SUCCESS RATE -- OWN BUSINESS | TIME VALUE OF MONEYDDC classification: 332.02400973 Summary: "Discover how the Tax Cuts and Jobs Act of 2017 will change your journey to financial independence and what you need to do now to take advantage of the new law Financial Independence (Getting to Point X) offers practical, time-tested advice for reaching your financial goals—whatever they may be. Whether you’re recovering from debt, putting kids through college, planning for retirement, starting your own business, or just seeking a healthier financial outlook, this book shows you how to get it done. No platitudes or empty advice here—just a clear roadmap to your goals, based on the effective management of the 10 Key Wealth Management Issues that threaten to derail us all. This new second edition has been updated to reflect President Trump’s massive income tax changes. These historic changes will reduce the tax obligation of most Americans, but not all. This is the most significant tax reform in over 30 years, rendering old advice obsolete while opening new opportunities. This edition also includes a new chapter on becoming financially independent by starting your own business. Author John Vento knows exactly what these new laws entail, and this book puts his wisdom of experience to work for you to help you get on track to financial freedom. Saving, budgeting, managing debt, minimizing taxes, and living within your means—all classic financial advice, but easier said than done, right? In this book, you’ll find real, practical advice for actually doing it—to the extent that makes sense for you. Understand the enormous changes taking place in the federal income tax code Learn which financial strategies have become obsolete, and what new opportunities you should take advantage of Negotiate your way through the 10 Key Wealth Management Issues with expert advice Find out if you have what it takes to reach financial independence by starting your own business Follow a clear roadmap to financial independence, no matter how you define it The goal is not perfection on all fronts, it’s simply tailoring your journey to suit your destination. No unnecessary deprivation, no obsessive adjusting—simply paying attention to key issues may be enough, depending on your goal. Regulatory changes close some doors but open others, and opportunities still exist if you know where to look. Financial Independence (Getting to Point X) provides you with a roadmap to financial freedom, so that you can achieve your life goals and dreams. "-- Provided by publisher.Summary: "Sales handles - Author platform: John frequently appears on NY1 News "Money Matters," Fox News, the Willis Report, the Neil Cavuto Show, and many others. He has also published numerous articles in publications such as Money Magazine, Reuters, The Wall Street Journal, Forbes, Bloomberg Businessweek, and MarketWatch. He is a subject matter expert on topics including tax saving strategies, financial planning, and wealth management. He also has a contact list of 2,000+ clients and their families. HD Vest is a leading provider of financial services throughout the United States. The author is a top HD Vest advisor, and the book would have HD Vest support and branding. HD Vest plans to use this book as a tool for training its advisors. Their marketing team and their public relations firm, J Connelly, are well-equipped to promote the book to the general public as well, which will consequently expand their own name recognition. They have committed to use their resources to coordinate media tours with national television appearances, public speaking engagements, and print press releases. They will also market the book at HD Vest conferences and chapter meetings throughout the country, where the author would be the keynote speaker. The author has received a firm commitment from HD Vest that they will be purchasing 5,000 books. Market description: Financial advisors, accountants, tax professionals, and individuals seeking financial guidance"-- Provided by publisher.
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Item type Current location Call number Status Date due Barcode
Books Books Indian Institute of Corporate Affairs Library
332.02400973 VEN (Browse shelf) Available 5007

Includes index.

"Discover how the Tax Cuts and Jobs Act of 2017 will change your journey to financial independence and what you need to do now to take advantage of the new law Financial Independence (Getting to Point X) offers practical, time-tested advice for reaching your financial goals—whatever they may be. Whether you’re recovering from debt, putting kids through college, planning for retirement, starting your own business, or just seeking a healthier financial outlook, this book shows you how to get it done. No platitudes or empty advice here—just a clear roadmap to your goals, based on the effective management of the 10 Key Wealth Management Issues that threaten to derail us all. This new second edition has been updated to reflect President Trump’s massive income tax changes. These historic changes will reduce the tax obligation of most Americans, but not all. This is the most significant tax reform in over 30 years, rendering old advice obsolete while opening new opportunities. This edition also includes a new chapter on becoming financially independent by starting your own business. Author John Vento knows exactly what these new laws entail, and this book puts his wisdom of experience to work for you to help you get on track to financial freedom. Saving, budgeting, managing debt, minimizing taxes, and living within your means—all classic financial advice, but easier said than done, right? In this book, you’ll find real, practical advice for actually doing it—to the extent that makes sense for you. Understand the enormous changes taking place in the federal income tax code Learn which financial strategies have become obsolete, and what new opportunities you should take advantage of Negotiate your way through the 10 Key Wealth Management Issues with expert advice Find out if you have what it takes to reach financial independence by starting your own business Follow a clear roadmap to financial independence, no matter how you define it The goal is not perfection on all fronts, it’s simply tailoring your journey to suit your destination. No unnecessary deprivation, no obsessive adjusting—simply paying attention to key issues may be enough, depending on your goal. Regulatory changes close some doors but open others, and opportunities still exist if you know where to look. Financial Independence (Getting to Point X) provides you with a roadmap to financial freedom, so that you can achieve your life goals and dreams. "-- Provided by publisher.

"Sales handles - Author platform: John frequently appears on NY1 News "Money Matters," Fox News, the Willis Report, the Neil Cavuto Show, and many others. He has also published numerous articles in publications such as Money Magazine, Reuters, The Wall Street Journal, Forbes, Bloomberg Businessweek, and MarketWatch. He is a subject matter expert on topics including tax saving strategies, financial planning, and wealth management. He also has a contact list of 2,000+ clients and their families. HD Vest is a leading provider of financial services throughout the United States. The author is a top HD Vest advisor, and the book would have HD Vest support and branding. HD Vest plans to use this book as a tool for training its advisors. Their marketing team and their public relations firm, J Connelly, are well-equipped to promote the book to the general public as well, which will consequently expand their own name recognition. They have committed to use their resources to coordinate media tours with national television appearances, public speaking engagements, and print press releases. They will also market the book at HD Vest conferences and chapter meetings throughout the country, where the author would be the keynote speaker. The author has received a firm commitment from HD Vest that they will be purchasing 5,000 books. Market description: Financial advisors, accountants, tax professionals, and individuals seeking financial guidance"-- Provided by publisher.

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